Given a Set of Business Requirements, Recommend Data Management Strategies That Align with Salesforce Best Practices. AGENTFORCE-NONPROFIT-CONSULTANT Practice Questions (Page 5)

Questions 21–25

1. 21foundation · easy

   A nonprofit wants to capture a unique identifier for each donor from an external system. What is the recommended way to store this in Salesforce?

   • AUse a custom field on the Contact object to store the external ID.
   • BCreate a new standard object for external identifiers.
   • CStore the identifier in the Contact's name field.
   • DUse the Description field on the Contact to record the identifier.
   Reveal Solution Discussion Select an answer first
2. 22expert · hard

   A nonprofit has a large volume of historical donation data that is required for annual reporting but is rarely accessed. They are concerned about storage costs and report performance. They also need to be able to generate reports that include this historical data. What is the best strategy?

   • ADelete historical data older than five years and rely on external backups for compliance.
   • BMove historical data to a custom object with fewer fields to reduce storage.
   • CArchive the historical data to an external data warehouse and use Salesforce Connect to access it for reporting.
   • DKeep all data in Salesforce and use custom indexes to improve report performance.
   Reveal Solution Discussion Select an answer first
4. 23foundation · easy

   A nonprofit wants to ensure that only authorized staff can view sensitive donor financial information. What is the primary tool to control this?

   • AProfiles and Permission Sets
   • BDuplicate Rules
   • CData Import Wizard
   • DValidation Rules
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5. 24application · medium

   A nonprofit has a large volume of old case records that are no longer active but must be kept for three years for grant compliance. These records are affecting case list views and report performance. What is the best strategy?

   • ADelete the old case records after exporting them to a CSV file.
   • BMove the old cases to a custom object with fewer fields to reduce complexity.
   • CArchive the old case records to an external data store and keep a summary field on the Account.
   • DKeep the records in Salesforce and create a report filter to exclude them from views.
   Reveal Solution Discussion Select an answer first
6. 25application · medium

   A nonprofit uses an external event management system that needs to send event registrations to Nonprofit Cloud. The integration should be secure and should not require custom code. What should a consultant recommend?

   • AUse Salesforce Connect to access the external system's data in real-time via OData.
   • BUse Data Loader to schedule a nightly import of a CSV file exported from the event system.
   • CCreate a custom Apex REST endpoint and share the endpoint URL with the event system.
   • DUse a third-party integration tool like MuleSoft to build an API-based integration with OAuth.
   Reveal Solution Discussion Select an answer first